Seemole Paulina Mphela
Financial Advisor
Stand No 377, Moletjie Ceres
Summary
Adept Financial Advisor with a proven track record at Liberty Life, enhancing client portfolios and fostering robust relationships. Specializes in investment planning and client relations, demonstrating a keen ability to boost customer satisfaction and sales outcomes. Achieved significant client loyalty through expert financial guidance and personalized service strategies.
Overview
19
19
years of professional experience
Work History
Financial Advisor
Liberty Life
03.2022 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Sales Consultant
African Bank
10.2012 - 02.2019
- Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
- Responded to telephone and in-person requests for information.
- Provided sales and customer service assistance to walk-in traffic
- Verify and capture data on the System.
- Call leads and generate into sales.
- Teller
- Switchboard operator
Trainee Admin Clerk
Capricorn FET College ( Seshego Campus)
03.2007 - 08.2009
- Learned new materials, processes, and programs quickly.
- Shadowed senior team members to learn all related jobs and tasks.
- Attended training courses to build understanding of processes, techniques, and industry.
- Participated in on-the-job training, working closely with supervisors and coworkers and asking appropriate questions.
- Receiving and welcoming visitors
- Answering telephone and direct calls to the relevent extensions
- Filing, Faxing and Photocopying
- Direct new students to various registration points
- Taking minutes in the meetings
- Provide information to students on courses and activiteis offered in the institution.
Municipal Field Worker
IEC Aganang Municipality
11.2005 - 02.2006
- Enhanced team collaboration through clear communication and mutual support during field tasks.
- Conducted field surveys to collect data on wildlife populations and habitats.
- Voter Education
- Ballot education
- Educating and informing people on the upcoming elections.
- Keep high standard of the target registration.
Education
Marketing Management Diploma - Marketing
Capricorn FET College
Polokwane 04.2001 -
Skills
Investment planning
Client Relations
Insurance decisions
Sales and Marketing
Customer Service
Languages
sepedi
Bilingual or Proficient (C2)
English
Advanced (C1)
Afrikaans
Elementary (A2)
Timeline
Financial Advisor
Liberty Life
03.2022 - Current
Sales Consultant
African Bank
10.2012 - 02.2019
Trainee Admin Clerk
Capricorn FET College ( Seshego Campus)
03.2007 - 08.2009
Municipal Field Worker
IEC Aganang Municipality
11.2005 - 02.2006
Marketing Management Diploma - Marketing
Capricorn FET College
04.2001 -